Estate Planning Attorney - Santa Clara - Lighthouse Legal Search

As an Estate Planning Attorney with Creative Planning, you will be responsible for helping clients complete their estate plans efficiently. Your goal will be to have a high ratio of conversions from initial calls to client signatures. · Key Responsibilities: · Serve as the primar ...

Estate Planning Attorney · We are seeking a partner-level private client practitioner or a partner group to join our market-leading Private Client practice in the United States. · Strong relationships among high-net-worth or ultra-high-net-worth individuals and families. · Proven ...

Estate Planning Attorney · Experience: 2+ years as an Estate Planning Attorney · Credentials: Active California bar member in good standing, strong academic credentials · About the Role: · Schedule: Flexible hybrid work arrangement (1-2 days in office, rest of the week working fr ...

The primary responsibility of the Estate Planning Attorney is to help a client complete an accurate estate plan that fulfills the client's wishes in an efficient fashion, specifically by being available for a 'start' meeting within 5 business days, setting the signing meeting at ...

Estate planning attorney with trust and probate litigation experience sought by a growing estate planning firm in San Jose CA. · ...

The Estate Planning Attorney plays a pivotal role in crafting customized estate plans that accurately reflect the client's vision, requiring attentiveness to detail and efficiency. · Key Responsibilities: · Serves as the primary liaison for estate planning clients · Timely respon ...

+2+ years experience · Active CA bar, in good standing · Strong academic credentials · ...

Estate Planning Attorney · Join a global law firm with a boutique feel and a market-leading Private Client practice in the United States. · We seek an established partner-level private client practitioner or a partner group seeking a new platform. · The ideal candidate has strong ...

Estate Planning Attorney · The Estate Planning Attorney is responsible for creating accurate and efficient estate plans for clients, delivering exceptional results through timely responses, referrals, and expertise. · Key Responsibilities: · Serve as primary point of contact for ...

Estate Planning Attorney · Partner/Partner Group - Private Client Position Available in a Global Law Firm with a Boutique Feel · We are seeking an established partner-level private client practitioner or a partner group to join our market-leading practice in the United States. · ...

We are seeking a skilled Trust & Estate Planning and Administration Attorney to join our team on a partnership track. This role focuses on providing comprehensive estate planning and trust administration services to high-net-worth clients, · * Health Insurance · * 401K w/ matchin ...

We are seeking a skilled Trust & Estate Planning and Administration Attorney to join our team on a partnership track. · This role focuses on providing comprehensive estate planning and trust administration services to high-net-worth clients, · ensuring that their financial and pe ...

Estate Planning Attorney · Lighthouse Legal Search is seeking a skilled Estate Planning Attorney to join its team. The ideal candidate will have experience in trusts & estates, succession planning, and related wealth structuring work. · <ul style= ...

The estate planning attorney is responsible for creating and implementing accurate estate plans that meet clients' needs. · Key Responsibilities: · Serve as primary point of contact for estate planning clients · Provide timely responses to client inquiries within the same day or ...

Estate Planning Attorney · As an Estate Planning Attorney, your primary responsibility will be to help clients create a comprehensive and accurate estate plan that meets their unique needs and goals. · This involves being available for initial consultations within 5 business days ...

Estate Planning Attorney · The primary responsibility of this role is to assist clients in creating accurate and efficient estate plans. This involves being available for an initial meeting within 5 business days, setting a signing meeting at the end of the first meeting, and gui ...

Estate Planning Attorney · Join a global law firm with a boutique feel, seeking to add a Partner or Partner Group to its market-leading Private Client practice in the United States. · Estate planning and wills for high-net-worth individuals and families · Wealth structuring, tax ...

Join our team at Lighthouse Legal Search as an Estate Planning Attorney, a Partner or Partner Group role in a Global Law Firm with a boutique feel. With offices across the U.S., Europe and Asia-Pacific, we offer integrated, cross-border advice to high-net-worth individuals and fa ...

We're a highly regarded boutique law firm based in the Bay Area, known for our compassionate and high-quality approach to estate planning and elder law. · JD from an accredited law school · Active member of the California Bar in good standing · 4+ years of estate planning experie ...

We re looking for an Estate Planning Attorney with 4+ years of experience who s ready to make an impact and grow within a supportive environment. · This is a fantastic opportunity for someone who values warmth, balance, and purpose in their practice. · ...